Investment Services & Advisors East St Paul

Pejovic & Associates Private Wealth Management

Investment Services & Advisors East St Paul
Contact Us Today!

Address
2665 Henderson Hwy, Unit 4
Place
R2E 0C4  East St Paul
Landline
(431) 815-8951
Fax
+18333154868
Mobile
(431) 815-8843
E-Mail
pejovic@wellington-altus.ca
Twitter
@PejovicPWM
Facebook
104146159443035
Website
advisor.wellington-altus.ca

Description

We are a team of experienced wealth management professionals directed by two Senior Portfolio Managers, Petar Pejovic and Milos Pejovic. We work in close collaboration to benefit our clients with dedicated financial planners, a senior investment associate, and several other specialist advisors. Our services include professional private wealth management, financial planning, tax efficient investing, will & estate planning, retirement income planning, business succession planning, and inter-generational wealth transfer. Our clients include high-net-worth families and individuals, corporations, foundations, and non-profit charities. Our team’s discretionary customized portfolio platform offers solutions to investment goals that clients want to achieve. Using conservative asset allocation strategies that are blended with consistent quantitative rebalancing strategies, our approach is both unique and effective.

Keywords Investments, Economics, Financial Planning, Financial Services, Portfolio Management, Insurance, FHSA, TFSA, RRSP, RDSP, RESP, Mutual Fund, Mortgage, Wealth Management, Asset, Capital Market, Compound Interest, Cash Flow.

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Meet The Team

  • Petar Pejovic

    Senior Portfolio Manager

    Petar joins Wellington-Altus Private Wealth as a Senior Portfolio Manager with over two decades of experience in wealth management. He has enjoyed a distinguished career in serving high-net-worth families and individuals as well as corporate and institutional clients.He is committed to helping clients manage constantly evolving global financial markets.This is achieved with the highest standards in ethics and integrity and by solving complex problems that both better and simplify outcomes. A graduate of Simon Fraser University in Burnaby, British Columbia, Petar holds a B.A.in Economics; and became accredited as a Portfolio Manager by earning his CharteredInvestment Manager designation (CIM®) through the Canadian Securities Institute. He strives to continually improve his skills to the benefit of his clients, particularly in the disciplines of technical analysis and in understanding how the global financial system operates. More recently, Petar began to explore the beneficial role artificial intelligence can play in the future of investment portfolio management as well as how digital currencies andBlockchain technology can change the future landscape of investing. An accomplished athlete in multiple team sports, Petar played U.S. College Football at SimonFraser University for four years before being drafted 29th overall in the 1995 CFL Draft by the Winnipeg Blue Bombers. Fluent in both English and Serbo-Croatian, Petar’s hobbies include reading and researching a wide variety of topics, including health, diet and nutrition, geopolitics, and world affairs, and of course, global macro and economic trends. He also looks forward to spending quality time in the great outdoors with his family on weekends and while on vacation, often in the mountains in his Jeep or by a lake, river, or ocean. Petar is currently Vice-President and Board Member of the Winnipeg Blue Bombers Alumni Association; and volunteers as a fundraiser and rider for Riverview Health Centre (Winnipeg, MB) during their annual Cycle on Life. Previously, Petar spent over 10 years as a volunteer men’s high school football coach and as a soccer coach. He found joy in not only helping students evolve into better athletes but also in becoming better individuals. He is married to his wife Allison, and they have three children – Aleksandar, Milena, and Ella.

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    Link: Petar Pejovic

  • Milos Pejovic

    Senior Portfolio Manager

    Milos joins Wellington-Altus as a Senior Portfolio Manager with over two decades of experience in the financial services industry. As an accredited Portfolio Manager with the Pejovic & Associates Private Wealth Management Group at Wellington-Altus Private Wealth, he helps individual high-net-worth investors and corporations achieve their wealth management goals. Throughout his career, Milos has built lasting relationships with clients and their family members. Some of the kindest compliments he’s received from his clients have been how well he connects with them on a personal and professional level. The greatest compliment has been receiving referrals, as it shows appreciation of how well he takes care of his clients and manages their money. Milos is proud of his team’s depth and experience. They are proud to offer a range of wealth management services such as financial planning, retirement planning, charitable giving, and insurance. Milos is a graduate of the University of Jamestown located in Jamestown, North Dakota, and holds a Bachelor of Arts Degree. He has obtained several industry designations, including the Chartered Investment Manager (CIM®) and Financial Management Advisor (FMA). In addition, Milos earned a fellowship in the Canadian Securities Institute (FSCI®) – the pinnacle financial services credential and the highest honour in Canadian financial services. An accomplished athlete, Milos played college football at the University of Jamestown. He was a four-year starter, captain of the football team, and was named first-team all-conference team in 1996. He played for both the Saskatchewan and Edmonton football teams in the CFL for parts of the 1998-1999 seasons. A volunteer football coach with an ongoing interest in health and fitness, Milos is also fluent in English and Serbo-Croatian. He is married to his wife Ola and is the proud father of three daughters – Ana, Kalina, and Amelia.

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    Link: Milos Pejovic

  • Jennifer Armstrong

    Associate Wealth Advisor

    As a CERTIFIED FINANCIAL PLANNER ® professional, Jennifer specializes in guiding clients through a unique and personalized financial planning process. She has a passion for helping people plan for their future and achieve their financial goals. She takes pride in seeing each client go through this valuable experience. With more than 20 years’ experience in the financial services industry, Jennifer has extensive knowledge to help navigate comprehensive financial planning needs and provide advanced planning strategies to clients. Born and raised in Rainy River, ON, Jennifer moved to Winnipeg to attend college and began working in the industry soon after graduating. She has completed several industry courses, including her most recent designation of Chartered Investment Manager (CIM®). Jennifer loves the outdoors and spends her free time enjoying activities with friends and family. She is also an avid sports fan and enjoys curling in the winter months and golfing in the summer.

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    Link: Jennifer Armstrong

  • Sheila Hennessey

    Senior Investment Associate

    Sheila joined the financial services industry in 1988. In her current role, she is responsible for the administrative side of account management and client service activities. Sheila is a seasoned and invaluable asset to the team and takes pride in getting to know our clients by developing long professional relationships with them. Sheila is registered as an Investment Representative, having completed the Canadian Securities Course. Sheila continues to increase her knowledge of the financial services industry through ongoing education and study. Her recreational time is spent camping throughout Manitoba with family and friends and enjoying the outdoors. As a car enthusiast, she has restored her classic car and spends the summer months attending car events with her family.

    Services:

    Link: Sheila Hennessey

  • Logan Brown

    Associate

    As an aspiring finance and investing professional, Logan is currently pursuing a Finance and Accounting degree at the University of Manitoba’s Asper School of Business. In his current role as an Associate at Pejovic & Associates, Logan has already begun to apply his knowledge in the field, demonstrating a strong foundation in financial markets. Logan’s passion lies in finance, and he is dedicated to helping others achieve their financial aspirations. Logan’s global perspective was enriched by participating in the Asper Exchange Program, where he had the opportunity to study abroad in Sydney, Australia. With a bright future ahead, Logan is committed to furthering his career and education, making a positive contribution to the financial well-being of others. Throughout his life, Logan has developed characteristics like discipline and teamwork through Hockey, Boxing, and Lacrosse. Fluent in both French and English, Logan’s free time is spent focusing on health and fitness, reading and golfing with his friends and family. Logan loves exploring the world through travel and adventure, such as scuba diving, fishing, and hiking.

    Services:

    Link: Logan Brown

Categories

Investment Services & Advisors
(431)815-8951 (431)-815-8951 +14318158951 +18334233061 +18334233061 +18334233061

Map 2665 Henderson Hwy, Unit 4

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